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Goldman Sachs BDC
GSBD

144 hedge funds and large institutions have $385M invested in Goldman Sachs BDC in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 50 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 10

117% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 23

32% more funds holding

Funds holding: 109 → 144 (+35)

22% more capital invested

Capital invested by funds: $315M → $385M (+$69.9M)

3.37% more ownership

Funds ownership: 16.23% → 19.6% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
144
Holders Change
+35
Holders Change %
+32.11%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
50
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.19M
2
Invesco
Invesco
Georgia
+$5.07M
3
ACP
Arcus Capital Partners
Georgia
+$4.88M
4
ZCA
Zeke Capital Advisors
Pennsylvania
+$4.49M
5
HighTower Advisors
HighTower Advisors
Illinois
+$4.31M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.19M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$1.11M
3
RFA
Radnor Financial Advisors
Pennsylvania
-$1.09M
4
MC
Muzinich & Co
New York
-$1M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
101
Advisory Services Network
Georgia
$219K +$170K +9,106 +409%
CF
102
Centaurus Financial
California
$216K +$29K +1,550 +16%
BRWA
103
B. Riley Wealth Advisors
Florida
$215K +$208K +11,106 New
HIM
104
HawsGoodwin Investment Management
Tennessee
$209K +$202K +10,797 New
FFA
105
First Foundation Advisors
California
$206K +$200K +10,659 New
BAM
106
Belpointe Asset Management
Nevada
$200K – – –
SAM
107
Shikiar Asset Management
New York
$193K +$187K +10,000 New
BC
108
Barnett & Company
Tennessee
$150K -$294K -15,700 -67%
OIA
109
Optimum Investment Advisors
Illinois
$142K -$25.1K -1,340 -15%
JP Morgan Chase
110
JP Morgan Chase
New York
$135K +$74.9K +3,999 +133%
CA
111
Crewe Advisors
Utah
$134K +$130K +6,917 New
KFI
112
Key Financial Inc
Pennsylvania
$119K +$115K +6,148 New
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$115K +$72.2K +3,856 +183%
BC
114
Burleson & Co
California
$114K +$110K +5,901 New
MF
115
Manchester Financial
California
$107K -$12.5K -669 -11%
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$107K +$103K +5,516 New
HCM
117
Highlander Capital Management
New Jersey
$106K – – –
FIA
118
FNY Investment Advisers
New York
$97K +$21K +1,123 +29%
SWM
119
Spire Wealth Management
Virginia
$85K +$101K +5,411 New
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$81K – – –
TWA
121
TCI Wealth Advisors
Arizona
$76K +$73.6K +3,933 New
BAM
122
Bellevue Asset Management
Washington
$69K – – –
FC
123
FORA Capital
Florida
$58K – – –
WWM
124
Wolff Wiese Magana
California
$57K +$55.1K +2,944 New
LCM
125
Logan Capital Management
Pennsylvania
$48K +$46.8K +2,500 New
3 4
5
6 7

GSBD Hedge Fund Activity: Q1 2021 in Review

144 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q1 2021, worth a combined $385M — up 22% from $315M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new GSBD positions and 10 closed out — a net gain of 36 holders — while 50 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.19M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.19M sold.

  • 144 institutional investors held Goldman Sachs BDC (GSBD) as of Q1 2021, up from 109 in Q4 2020.
  • Funds reported $385M of Goldman Sachs BDC stock for Q1 2021, up 22% quarter-over-quarter.
  • 46 funds opened new Goldman Sachs BDC positions in Q1 2021 and 10 closed out, a net change of +36 holders.
  • The largest Goldman Sachs BDC buyer in Q1 2021 was Morgan Stanley, an estimated $7.19M added.
  • The largest Goldman Sachs BDC seller in Q1 2021 was Citadel Advisors, an estimated $1.19M sold.

Based on aggregated 13F filings for Q1 2021.